Sajith Aravindakshan

My Investment strategy I am a value investor who invests in stocks for long term. I leverage these investments in the options market to generate the alpha for my portfolio. In the weekly options market i am an Index options seller who leverages the market trend.

If you need the list of people who need both mental and financial advice at the same time - get the list from the SpaceX IPO application list. I am amazed looking at the details

When rupee depreciation comes investors always rush to Software!! However, what they forget is there is another greater beneficiary now - its Textiles

@RajeevPillai3 Yes ..that's where I spend majority of my time nowadays

@i_Sajith79 Thank you very much for getting back. Company means TalentzQ

@i_Sajith79 Sir, where are you. Not seeing for long time. Hope you are doing good. Missing your tweets

@Wealth650 I am not really bullish on the market except the textile space

@i_Sajith79 Why aren’t u sharing ur views on stocks these days? Isn’t this 1 of the best times to accumulate quality stocks? Anything U R currently tracking or liking like Rupa , Lux , Himatsingka, Zenith Fibres, packaging Play - Huhtamaki, furniture - Stanley ? Land bank - Orient paper

The best bet in Indian stock market is unfortunately Textiles - lol Competition coming down - Markets opening up No major economy including China want to focus on textiles - everyone want AI - and the competition over there and the disruption is huge. IT will be the causality

@Wealth650 Textile is the safe bet

@i_Sajith79 Sir, with the recent correction, what do you think is available at dirt-cheap valuations?

@RajeevPillai3 It's difficult.. but I try to see for any visible red flags

Thank you very much Sir. But we as small investors, it is very difficult to know Management integrity. Anyway, let's hope for the best. When you recommend stocks, do you look at Management integrity

@RajeevPillai3 The most important parameter to value a company is management integrity. If management integrity fails market test - you will have big dent in valuation

Sir, I really did not get you, means I could understand what you meant to say. Please clarify

@RajeevPillai3 Yes you detect wrong intention.. market value the company at 0

Sir as of today, Gensol is at Rs 27

And the market is really opening up on fashion and value added textiles. And the best part - stocks are not just cheap - dirt cheap. I would bet my money on anything Textile

AI will bring disruption in lots of places - and you really do not know which AI company to back. In that context the best bet is Textiles - No major economy want to focus on this capital / labor intensive sector including China Pak & Bangladesh are not even a competition

@Medapati111 Does GHCL has any textile left..i though their textile business was acquired by indo count

@i_Sajith79 Hi sajit bhai,Your view on GHCL textiles at current valuations and fundamentals (reserves,cashflows)will it perform well after cotton yarn prices increase from multiyear support levels

Textiles on Fire !! It took me 10 years from 2008 to 2018 to reach a portfolio size of say x. Today my PF which is tilted towards Textiles went up by 2x Thanks to Indo Count , Kitex , Kanpur Plast , Ginni Filaments , RSWM , Winsome , Sarla , Banswara + Guest appernce by Navneet

@Subbu8541 Started Kitex

@i_Sajith79 Hi Sir, any companies which you have added in current fall

@manumjames1 Bit busy with my startup. Otherwise tracking the markets... just that I don't get time to post often

@i_Sajith79 Sajith’s bhai long time where are you

All I need is an NCB certificate from Tata AIG insurance Called call center and they asked to provide 2 documents - ETA 3 WD Done At the end of 2nd day, I get an email to submit one more document - In 2 hrs done. Now new ETA is another 3 WD Smart employees!! @TATAAIGIndia

@MarthaLync33891 @ImOfficialD In these two years you just see if the management does what it says. Or just look at the stock price - if it is down more than 90% recovery is difficult.

@i_Sajith79 @ImOfficialD this resonates - the patience to let a company prove itself in public markets feels rare but so important curious what signals you look for in those first two years?

Thats why I don't invest in IPO's - Always wait for 2 years Gensol was a star when it was not listed. VC's loved it. But could not even stay 2 years in secondary market. Wait for min two years before you commit your funds to a newly listed stock - golden rule

@ImOfficialD Some companies are build only for the VC market / Primary market - They are good as long as it is traded in that closed loop. This is why its always better to wait for 2 years for any newly listed IPO - basically you will know if the company can survive public markets

@i_Sajith79 Now?

The stock market across the globe is not really factoring the impact of an even partial trade war - Leave a full-blown trade war. A full-blown trade war with inflation and affordability can negatively affect huge investments in Capex post covid and can bring a recession.

This will disrupt the current global supply chain that was built over decades based on efficiency and cost. This if not resolved now could get resulted into full blown trade war with unintended consequences. One of the consequences is Inflation and affordability.

The world is slowly moving towards a full-blown tariff war. On one side you have consumer countries like US, Europe, Mexico and countries having trade deals with US. The other side is dominated by producer countries like China - India - Russia cont ..